Purchases and Sales Made in Q4 2023 in Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information about the institutional ownership of Ishares Msci Acwi Ex Us ETF (ACWX) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI EX US ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
55+ 0.07% |
$2.47K - $2.81K
|
75.2K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49+ 0.63% |
$2.2K - $2.5K
|
7.77K
$410K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
40+ 0.37% |
$1.8K - $2.04K
|
10.9K
$573K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
30+ 0.32% |
$1.35K - $1.53K
|
9.48K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
18+ 1.38% |
$810 - $919
|
1.32K
$69.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
17+ 1.43% |
$765 - $868
|
1.2K
$63.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
11+ 0.09% |
$495 - $561
|
11.8K
$622K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 1.43% |
$315 - $357
|
497
$26.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 1.22% |
$225 - $255
|
414
$21.8K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.79% |
$135 - $153
|
381
$20.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
3+ 1.84% |
$135 - $153
|
166
$8.75K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$90 - $102
|
19.6K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$90 - $102
|
4.69K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 1.11% |
$45 - $51
|
91
$4.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.01% |
$45 - $51
|
8.38K
$442K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.01% |
$45 - $51
|
11.2K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-16- 0.03% |
$720 - $817
|
55.2K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-23- 0.55% |
$1.03K - $1.17K
|
4.14K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-25- 0.03% |
$1.12K - $1.28K
|
75.8K
$3.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-38- 0.73% |
$1.71K - $1.94K
|
5.16K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-40- 7.34% |
$1.8K - $2.04K
|
505
$26.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 0.1% |
$1.98K - $2.25K
|
43.3K
$2.28M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-55- 2.7% |
$2.47K - $2.81K
|
1.98K
$104K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-61- 1.29% |
$2.74K - $3.11K
|
4.66K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-63- 1.0% |
$2.83K - $3.22K
|
6.21K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-67- 94.37% |
$3.01K - $3.42K
|
4
$211
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-78- 0.59% |
$3.51K - $3.98K
|
13.2K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-79- 9.71% |
$3.55K - $4.03K
|
735
$38.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-140- 2.18% |
$6.3K - $7.15K
|
6.29K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-150- 30.12% |
$6.75K - $7.66K
|
348
$18.4K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-151- 2.39% |
$6.79K - $7.71K
|
6.16K
$325K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-189- 0.33% |
$8.5K - $9.65K
|
57.1K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-203- 0.41% |
$9.13K - $10.4K
|
49.9K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-218- 2.26% |
$9.81K - $11.1K
|
9.42K
$497K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-230- 4.37% |
$10.3K - $11.7K
|
5.04K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-256- 1.37% |
$11.5K - $13.1K
|
18.5K
$974K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-277- 3.37% |
$12.5K - $14.1K
|
7.95K
$419K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-288- 6.44% |
$13K - $14.7K
|
4.18K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-317- 24.07% |
$14.3K - $16.2K
|
1K
$52.7K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-317- 24.07% |
$14.3K - $16.2K
|
1K
$52.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-380- 0.95% |
$17.1K - $19.4K
|
39.5K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-395- 3.58% |
$17.8K - $20.2K
|
10.6K
$561K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-399- 1.88% |
$17.9K - $20.4K
|
20.8K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-456- 11.98% |
$20.5K - $23.3K
|
3.35K
$177K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-472- 2.79% |
$21.2K - $24.1K
|
16.4K
$866K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-500- 0.49% |
$22.5K - $25.5K
|
101K
$5.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-535- 10.64% |
$24.1K - $27.3K
|
4.5K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-565- 12.07% |
$25.4K - $28.8K
|
4.12K
$217K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-641- 5.15% |
$28.8K - $32.7K
|
11.8K
$623K
|